During this episode of Zephyr’s Adjusted for Risk Podcast, recorded live from the Wealth Management Edge conference in Boca Raton, Florida, host Ryan Nauman interviews Carlos Diez, CEO of MarketGrader. They discuss the recent scrutiny of diversification, the impact of true fundamental investing, and Diez’s innovative approach with a GARP (Growth at a Reasonable Price) plus quality investment philosophy. Diez shares his background, the genesis of MarketGrader, and provides insights on global market opportunities, sector analysis, and the importance of long-term investment horizons. The conversation offers a thorough examination of market dynamics, behavioral investing, and the benefits of maintaining a diversified portfolio. Stay tuned for a wealth of knowledge on effectively navigating today’s complex financial landscape.
00:00 Introduction and Welcome
00:33 The Importance of Diversification
01:04 Guest Introduction: Carlos Diez
01:33 Carlos Diez’s Background and MarketGrader’s Origin
04:55 Investment Philosophy: GARP Plus Quality
08:50 The Role of Diversification in Global Markets
13:05 Market Cap vs. Equal Weight Indexes
21:07 Behavioral Aspects of Investing
24:34 Opportunities in Different Markets
27:55 Long-Term Investment Perspective
29:39 Conclusion and Farewell
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Learn more about MarketGrader here.
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